Satisfactory Academic Progress

This chapter provides an overview of Satisfactory Academic Progress (SAP) and discusses how to:

• Set up SAP.

• Process and maintain SAP.

Understanding SAP

This section discusses:

• Overview of SAP calculations.

• Seven tests for SAP.

• Student selection criteria for SAP evaluation.

• Batch, online, and simulation processes.

• Pass 1 and Pass 2 evaluations.

Overview of SAP Calculations

The SAP online or batch process determines a student’s Satisfactory Academic Progress status by comparing calculated values with standard or student-specific rules. The process calculates up to seven separate tests. The institution chooses whether or not to use each of the following tests and sets the rules for each:

• Academic Standing

• Maximum Attempted Units

• Maximum Attempted Terms

• Minimum Current GPA

• Minimum Cumulative GPA

• Current Earned Units

• Cumulative Earned Units

See Seven Tests for SAP.

The process calculates a status code for each individual test and then calculates an overall status code. The overall status code is determined by the highest severity code for each test used. All calculated statistics and status codes are populated on the Student SAP page, which has a Packaging Status Summary link to the updated Satisfactory Academic Progress field on the Packaging Status Summary page.

The calculated code or override status code determines the Satisfactory Academic Progress value on the Packaging Status Summary page. This value is used for other Financial Aid processes and is only updated when the SAP process is run. Further change to the SAP status value can be made only on the Student SAP page, which automatically updates the Satisfactory Academic Progress field on other pages.

The process selects the group of students to be updated. The aid year or term this information is effective determines how previous and current SAP information will be used in the processing, It uses the following hierarchy to determine which rule to apply for each test:

Seven Tests for SAP

The Satisfactory Academic Progress feature uses seven specific tests to measure whether a student is making progress. Three tests (Academic Standing, Maximum Attempted Units, and Maximum Attempted Terms) are quantitative evaluations and four tests (Minimum Current GPA, Minimum Cumulative GPA, Current Earned Units, Cumulative Earned Units) are qualitative evaluations. You set up rules for each test on the Criteria1 (quantitative) and Criteria2 (qualitative) pages.

During the test evaluation, each student’s actual value for the test is calculated. Then the process searches through set up rules for a match to that value:

• If no rule matches are found, the student is considered to have passed the test and the Career Pass Default Status code is assigned as the SAP status for that test.

• If a rule match is found, the student is considered to have failed the test and the corresponding SAP status for that rule is assigned as the status and the fail flag is set to yes.

  The student should then be warned or disqualified. Therefore, it is strongly recommended that you set up the rules to cover the full range of fail requirements with no overlaps.

• An additional quantitative setup, Statuses and Actions, is used to compare a student’s newly determined SAP status with a previous status and then assign a different status.

  This can be used for multilevel probation statuses.

Academic Standing Test

Student Records calculates the academic standing value each term. The Academic Standing test determines the SAP status code based on the Academic Standing value for either the term or for the maximum term the student was enrolled within the aid year as defined in the Define Evaluation Aid Year page. The SAP status is determined as follows:

• If the Academic Standing field is blank or an academic standing action row does not exist for the maximum term, the Career Pass Default Status code is used.

• If there is no student-specific exception for this criteria and the student is set to the Career Pass Default Status code, Student Records must enter an academic standing value for the student, which can then be calculated normally.

• For students affected by an aid year exception or a term exception, the SAP status is set to Exception Fail Default Status.

• If there is no override for academic standing, the process searches for a match by career, program, or plan and the associated SAP status is used if a match is found.

  When there is no rule match, the Career Pass Default Status code is used.

Maximum Attempted Units Test

The Maximum Attempted Units test is based on total attempted units according to the setup of rules for including transfer units and excluding remedial and English as a second language (ESL) units.

If a student has a career-specific exception, that is evaluated first. The setup should cover the entire range of units by career, by career and program, or by career, program, and plan. If a match is not found, the student is assigned the Career Pass Default Status code.

You must select one of three options for including transferred units:

• Exclude Transfer Units

  Use only the units attempted at the institution and do not include any transfer units. The total units attempted at the institution are summed from student enrollment for units that are within and prior to the term or aid year being processed. To gather the sum of units attempted at the institution, the process uses either the units taken value or, if that value is zero, the Financial Aid progress units. The student must be enrolled in the maximum term past the fully graded date. Audited units, incomplete units, units in progress, and courses with no official grade are not counted.

• Use Total Transfer Units

  This is the sum of all institutional units as calculated for the Exclude Transfer Units option plus all transferred units, which includes all transfer unit values, whether or not included in the grade point average (GPA). Test credits and other transfer units are also totaled for this option.

• Use Accepted Transfer Units

  This is the sum of all institutional units and all transfer units, as calculated for the Use Total Transfer Units option. The Transfer Credit Adjusted value is deducted from that sum.

There are two options to exclude units from the total units:

• Subtract any remedial course units listed in Course Exclusions unless the value in the Max Units Exclusions field is used and exceeds the value in the Max Remedial Units to Exclude field. For example, if the student has 8 remedial units, and the exclusions value is 3, the SAP process uses 5 of the 8 remedial units in the calculation.

• Subtract any ESL courses listed in the Course Exclusions field unless the value in the Max Units Exclusions field is used and exceeds the value in the Max ESL Units to Exclude field.

Maximum Attempted Terms Test

The Maximum Attempted Terms test is based on the number of attempted terms by academic career, as indicated by student enrollment. A term is counted if units are taken, enrollment status is enrolled, and all courses in that term are not audited, still in progress, or missing official grades. A term is not counted if the student either drops or audits a course such that no courses are completed or graded.

If a student has a career-specific exception, that is evaluated first. The setup should cover the entire range of units by career, by career and program, or by career, program and plan. If a rule match is not found, the student is assigned the Career Pass Default Status code.

Minimum Current GPA Test

The Minimum Current GPA test has two options, an average GPA or a Special GPA.

Special GPA is calculated as follows:

• If a student has an aid-year or term-specific exception, that is evaluated first.

• If the Special GPA field is populated in the setup, the process compares that student’s individual Special GPA Type value to the setup rules.

• If the Special GPA field is populated in the setup, and the Student Special GPA Type is blank or does not exist for the student, the Undetermined Default Status code is used.

• If the Special GPA field is not populated, an average GPA is calculated for this test and is compared to the setup rules.

  This average is calculated by summing the total GPA for all terms for the student within the aid year and then dividing by the number of valid terms from the student career term data.

The setup should cover the entire range of units by career, by career and program, or by career, program and plan. If no rule match is found, the student is assigned the Career Pass Default Status code.

Minimum Cumulative GPA Test

The Minimum Cumulative GPA test has two options, the Total Overall GPA and the Special GPA. Cumulative units used in this comparison are not calculated but taken directly from the cumulative field on the student career term record.

• If a student has an aid year- or term-specific exception, that is evaluated first.

• If a student has a career-specific exception, that is evaluated second.

• If the Special GPA field is populated in the setup, the student special GPA type is used, which is the cumulative GPA earned at this institution.

• If the Special GPA field is not populated in the setup, the cumulative GPA value from the student career term record is used.

  This is the total overall GPA including transfer units from student career term.

• If the Special GPA field is populated in the setup and the Student Special GPA field is blank or does not exist for a student, the Undetermined Default Status code is used.

The setup should cover the entire range of units by career, by career and program, or by career, program and plan. If a rule match is not found, the student is assigned the Career Pass Default Status code.

Current Earned Units Test

For the Current Earned Units test, both attempted units and earned units are calculated. The status code is based on a percentage or number of current term or aid year units depending on the option used. Unit values are calculated as follows:

• Attempted units are calculated from institutional units only.

  Units are summed from student enrollment from the aid year or term being evaluated. To gather the sum of units attempted at the institution, the process uses the units taken value or if that value is zero, the Financial Aid progress units. The student must be enrolled in the maximum term past the fully graded date. Audited or incomplete units do not count. Units in progress and courses with no official grade are not counted.

• Earned units are calculated as the sum of the student career term values total passed with GPA and total passed without GPA.

  This sum includes transfer units.

Ensure that the setup covers the entire range of units and percentages by career, by career and program, or by career, program, and plan. If a match is not found, the student receives the Career Pass Default Status code.

Cumulative Earned Units Test

The Cumulative Earned Units test is based on a percentage or number of cumulative attempted units or earned units.

Attempted units are institutional units summed from student enrollment and include units from all terms within and prior to the aid year or term being evaluated. Options include:

• Exclude Transfer Units.

  Use only the units attempted at the institution and do not include any transfer units. The total units attempted at the institution are summed from student enrollment for units that are within and prior to the term or aid year being processed. To gather the sum of units attempted at the institution, the process uses either the units taken value or, if that value is zero, the Financial Aid progress units. The student must be enrolled in the maximum term past the fully graded date. Audited units, incomplete units, units in progress, and courses with no official grade are not counted.

• Use Total Transfer Units.

  This is the sum of all institutional units as calculated for the Exclude Transfer Units option plus all transferred units, which includes all transfer unit values, whether or not included in GPA. Test credits and other transfer units are also totaled for this option.

• Use Accepted Transfer Units.

  This is the sum of all institutional units and all transfer units, as calculated for the Use Total Transfer Units option. The transfer credit adjusted value is deducted from that sum.

Earned units are based on units from student career term data for the term or highest term for the aid year being evaluated:

• Exclude Transfer Units.

  This is the sum of total passed units from student career term for units included and not included for GPA, less any transfer units, whether or not included in GPA.

• Use Total Transfer Units.

  This is the sum of total passed units from student career term for units included and not included for GPA, with transfer passed units, whether or not included in GPA.

• Use Accepted Transfer Units.

  This is the sum of total passed units from student career term for units included and not included for GPA, with transfer passed units included, whether or not included in GPA, less any transfer units adjusted.

With attempted units and earned units calculated, the calculated SAP status code is determined in one of two ways:

• Use Percentage.

  The student career-specific percentage is compared to the calculated percentage (earned/attempted). If the calculated percentage is equal to or greater than the student career specific rule, the student receives the Career Pass Default Status code. If the student has zero completed units, the Zero Earned Default Status is used. If the calculated percentage is less than the student career-specific rule, the student receives the SAP status code associated with that rule.

• Use Completed Units.

  The student career-specific number is compared to the calculated number (earned/attempted). If the calculated earned number is equal to or greater than the student specific rule, the student receives the Career Pass Default Status code. If the student has zero completed units, the Zero Earned Default Status is used. If the calculated earned number is less than the student career-specific rule, the student receives the SAP status associated with that rule.

Ensure that the setup covers the entire range of units and percentages or numbers by career, by career and program, or by career, program, and plan. If a rule match is not found, the student receives the Career Pass Default Status code.

Student Selection Criteria for SAP Evaluation

Student selection criteria are the same for online, batch, or simulation processing. If the student has an active FA term for the aid year (aid year processing) or term (term processing) and the career used for the SAP evaluation is not excluded by award type or career, the student is considered eligible for SAP evaluation. The process will therefore attempt to create an SAP calculation or simulation.

Award Exclusions

You can list awards that are excluded from SAP evaluation:

• A student who has only awards listed in the award exclusions setup is not selected for an SAP evaluation.

• A student who has both excluded awards and nonexcluded awards is selected for an SAP evaluation.

• If exclusions are set up with a financial aid type, but without values in the Item Type To and Item Type From fields, students who have awards only of that financial aid type are not selected for an SAP evaluation.

Student Override

You can use the Student Override option to limit the selection to a subset of students in the batch SAP process:

• If you use the Student Override option, only the listed IDs in the override section are reviewed to determine if they have the appropriate active FA term data and award exclusion data for the term/aid year and career entered on the run control page.

  • If an ID meets the SAP evaluation selection criteria, the process attempts to calculate an SAP status for that ID.

  • If an ID does not meet the selection criteria, no SAP action is taken for that ID.

• If you do not use the Student Override option, all IDs with the appropriate active FA term data and award exclusion data for the term/aid year and career entered on the run control page will be selected for an SAP evaluation.

Batch, Online, and Simulation Processes

The online and simulation SAP processes always run with the following options enabled:

• Use Pass 2 data.

• Run if a previous status for the same term/aid year exists.

• Do not create Report Data.

• Update any existing SAP data if there are any calculation value changes, even if the SAP status remains the same.

• Use Statuses and Actions rules.

  Therefore, ensure that all academic statuses are entered in the setup for Statuses and Actions, or the process might return an incorrect Calc SAP Status value.

In a batch process, these settings are optional and can be modified on the Process SAP run control page. To process SAP for a single student with different options than the online process uses, enter that ID in the Student Override section, and set the run control options as desired for that student.

Pass 1 and Pass 2 Evaluations

The SAP process evaluates SAP for each student two times, Pass 1 and Pass 2. If the Pass 2 option is enabled, and no Pass 1 data exists, Pass 2 data is used for the SAP calculation.

Pass 1 and Pass 2 data collection differs as follows:

Setting Up SAP

The SAP Setup pages are used to set up the standard rules used to determine an SAP status for each of the seven tests. The rules are designed to be failure rules. If a student’s actual test value matches a setup rule, the test fails. If a student’s actual test value does not meet a standard rule, the student receives the Career Pass Default Status code for that test. For better processing performance, keep the rules as simple as possible.

Use the remaining setup pages to set up course and award exclusions, communications, and evaluation terms and aid years.

This section discusses how to:

• Define SAP status codes.

• Set up Statuses and Actions, and tests for Academic Standing, Maximum Attempted Units, and Maximum Attempted Terms.

• Set up tests for Minimum Current GPA, Minimum Cumulative GPA, Current Earned Units, and Cumulative Earned Units.

• Set up course and award exclusions.

• Set up SAP communications.

• Set up evaluation terms for aid year processing.

• Set up evaluation terms for term processing.

Pages Used to Set Up SAP

Defining SAP Status Codes

Access the Setup page.

Use the Setup page to define, by institution and career, the SAP status codes and code severity, and how the SAP status updates the satisfactory academic progress value on the student’s Packaging Status Summary page. To modify a status code, insert a new effective date row and make the changes. Ensure that this page is set up and saved before doing any further setup. Never delete SAP status codes after you start creating student SAP data because those codes would then be invalid in the Student SAP record.

The Set Up Activation field defines whether the SAP setup is Active or Inactive at this institution:

• If there is an Active value for any career at the institution level, the Satisfactory Academic Progress field on the Packaging Status Summary page is a display-only field with the SAP Details link shown.

• If there is an Inactive value, the online, batch, or simulation processes cannot run successfully. The Satisfactory Academic Progress field on the Packaging Status Summary page can be edited.

SAP Process Type

There are two process types, Aid Year and Term. To change from one type to the other, insert a new effective date row and update the setup. The effective date determines which row is used compared to the current date.

Aid year processing is for multiple terms, which you define on the Define Evaluation Aid Year page.

Term processing is for a single term, which you define on the Define Evaluation Term page.

Status Codes

It is important that your SAP status codes are relevant and define your student population. Be sure you have a code that represents a passing status, such as MEET.

Default SAP Status

The SAP evaluation process assigns these default statuses for particular cases, as described below. For each of these default statuses, select a status code that you defined in the Status Codes group box.

Setting Up Statuses and Actions, and Academic Standing and Maximum Attempted Units and Term Tests

Access the Criteria1 page.

Use the Criteria1 page to define your quantitative SAP requirements. You set up rules that determine how to set a final status based on a previously calculated status and a currently calculated status. You also set the rules and options for three of the seven SAP tests.

Click the Expand All button to expand all enabled tests and their corresponding rule grids for this effective dated row. Click the Collapse All button to collapse the tests. Or, use the expand/collapse arrow on each test to expand the grid for only that test.

Statuses and Actions Rules

Select the Use Statuses and Actions check box to use this feature. When using Statuses and Actions, make sure that all possible statuses and actions are set up. The Statuses and Actions feature is always executed for the online process and is an option for batch.

If the process cannot find a Previous SAP Status, it sets Final SAP Status to a blank. If it finds a Previous SAP Status, but not a Calc SAP Status, the Final SAP Status can be wrong. For example, if the student’s Previous SAP Status is MEET and the Calc SAP Status is MEET, the Final SAP Status is MEET.

Academic Standing Rules

The Academic Standing Rules group box indicates which academic standing values used by Careers, Academic Program, and Academic Plan are ineligible for financial aid. Students who meet the rules set up here are considered to fail this test, so write the rules with failing Academic Standing statuses and nonpassing SAP Statuses.

Select the Use Academic Standing Test check box to use the Academic Standing test.

Max Attempted Units Rules

The Maximum Attempted Units test defines maximum units a student can attempt before their SAP status is affected. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses.

Select the Use Max Attempted Units Test check box to use the Maximum Attempted Units test.

In the Max Attempted Units Option drop-down list box, select how to handle transfer units:

• Exclude Transfer Units: Select to not use transfer units at all.

• Use Accepted Transfer Units: Select to include all accepted transfer units with GPA.

• Use Total Transfer Units: Select to include all transfer units.

Max Attempted Terms Rules

The Maximum Attempted Terms test defines the maximum terms a student can enroll in before their SAP status is affected. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses.

Select the Use Max Attempted Terms Test check box to use the Maximum Attempted Terms test.

Setting Up Tests for Minimum Current or Cumulative GPA and Current or Cumulative Earned Units

Access the Criteria2 page.

Use the Criteria2 page to define your qualitative SAP requirements and the rules for four of the seven SAP tests.

Click the Expand All button to expand all enabled tests and their corresponding rule grids for this effective dated row. Click the Collapse All button to collapse the tests. Or, use the expand or collapse arrow on each test to expand the grid for only that test.

Minimum Current GPA Test

The Minimum Current GPA test determines the lowest current GPA that a student can have and still be eligible for financial aid. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses.

Select the Use Min Current GPA Test check box to use the Minimum Current GPA test.

Minimum Cumulative GPA Test

The Minimum Cumulative GPA test determines the lowest cumulative GPA that a student can have and still be eligible for financial aid. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses.

Select the Use Min Cumulative GPA Test check box to use the Minimum Cumulative GPA test.

Current Earned Units Test

The Current Earned Units test evaluates the student’s actual units and earned units and compares the quotient (earned/attempted) to the rules. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses. Define the percent or minimum number of current term or aid year units a student must complete of attempted units per term.

Select the Use Current Earned Units Test check box to use the Current Earned Units test.

In the Current Earned Units Option list, select whether to use percentage or units:

• Select Use Percentage to use the percentage of completed units for the current term or aid year.

• Select Use Completed Units to use a minimum number of units to be completed for the current term, by term or aid year.

Fields for the Current Earned Units test change depending on the option that you select. For example, if you select Use Percentage, the Cur Earned Units % From and Cur Earned Units % To fields appear.

Cumulative Earned Units Test

For the Cumulative Earned Units test, you define the percent or minimum number of units a student must complete of attempted units per term. Students who meet the rules set up here are considered to fail this test, so write the rules with failing ranges and nonpassing SAP statuses.

Select the Use Cumulative Earned Units Test check box to use the Cumulative Earned Units test.

In the first Use Cumulative Earned Units Options drop-down list box, select one of the following:

• Exclude Transfer Units: Institutional units only, excluding any transfer units.

• Use Total Transfer Units: All units, including Institutional and transfer.

• Use Accepted Transfer Units: Institutional and accepted transfer, which includes all transfer units less any transfer units adjusted (TC Adjust).

In the second Use Cumulative Earned Units Options drop-down list box, select whether to use percentage or completed units for term or aid year processing:

• Use Percentage: Use the percentage of completed units for the current term or aid year.

• Use Completed Units: Use a minimum number of units to be completed.

Setting Up Course and Award Exclusions

Access the Exclusions page.

Select the Use Course Exclusions check box to use Max Units Exclusions and Course Exclusions.

Max Units Exclusions

Course Exclusions

Award Exclusions

Award Exclusions are criteria for excluding students from an SAP evaluation based on an aid type or specific awards you specify.

Select the Use Award Exclusions check box to use this function.

Setting Up SAP Communications

Access the Communications and Checklists page.

The Create SAP Communications process updates the 3C Trigger table in Campus Community.

See Using the 3C Engine.

Events

See Using the 3C Engine.

See Naming an Event.

Communication Comments

Comment ID and Variables

The following table details the Comment ID values, variables, and examples of Description entries and resulting comments. The Comment ID values are the same as the field names from the Actualcolumn on the Student SAP page.

Setting Up Evaluation Terms for Aid Year Processing

Access the Define Evaluation Aid Year page.

For Aid Year processing, use this set up page to identify valid evaluation terms for an identified aid year. List the terms to be evaluated for the Aid Year selection. The term prompts list all terms defined at your institution.

Setting Up Evaluation Terms for Term Processing

Access the Define Evaluation Terms page.

Use this page to define the terms for single term processing. List the terms to be evaluated for term processing. The prompt lists all terms at your institution defined in the term table.

Processing and Maintaining SAP

This section discusses how to:

• Run the SAP batch process.

• Maintain student SAP.

• View the Satisfactory Academic Progress field.

• Define student-specific career exceptions.

• Define student-specific aid year exceptions or term exceptions.

• Create SAP communications.

• Simulate a student SAP calculation.

Note. When running an online, batch, or simulated SAP process, there must be an active FA Term row for either the aid year or the term being processed. Also, the Define Setup Criteria page must have a row with a status of active for the institution and career in order for the process to execute successfully.

Pages Used to Process and Maintain SAP

Running the SAP Batch Process

Access the Process SAP page.

Before running the SAP process, ensure that the setup status is active.

Note. The setup must have a status of active for the batch process to execute successfully.

The Process SAP page provides three ways to select student IDs for whom an SAP calculation is made:

• Population Selection restricts the selection of IDs to only the IDs identified by your selected tool.

• Student Override allows you to enter student IDs individually.

• Standard SAP Selection evaluates all students against the selection criteria.

Population Selection

Select the Population Selection check box to expand the Population Selection group box.

Population Selection	Select this check box to display Selection Tool.Use the Population Selection option to restrict the selection of IDs to only the IDs identified by a tool configured to select a specific population. The system evaluates all IDs identified by the tool. If they meet the selection criteria, an SAP calculation is created. If the preview functionality is enabled for the selection tool, you can preview the population selection results before you run the process.
Selection Tool	Displays if Population Selection check box is selected. Select from: Equation Engine, PS Query, or External File, or enter a tool that your institution created to select the IDs to assign to the student group. Additional parameters are displayed for your selected tool.
Query Name	Displays only when PS Query is selected in the Selection Tool field. Select a PS Query that uses the SFA_SAP_BIND bind record.

Input Parameters

Update Options

These options appear only when the Don’t Run If SAP Status Exists check box is not selected.

Student Override

Select the Student Override check box to display the grid for entry of individual student IDs for consideration. Enter the IDs of the students to be considered for SAP evaluation. If they meet the selection criteria, an SAP calculation is created. Only the IDs you list are processed.

Maintaining Student SAP

Access the Student SAP page.

All students with FA Term built are able to access the SAP Student Data page, which allows for online SAP calculation for an individual student. Students must have an active row in FA Term for the term or aid year that is being processed. If there is not an active row, the process executes but returns a blank page, or, if there is a previous status, the existing page data is displayed.

Note. The setup must have a status of active for the online process to execute successfully.

This page displays the SAP status code and all the calculation results used to determine a student’s SAP status code.

The Aid Year or Term field is displayed depending on the setup criteria. Enter the aid year or term to process for the SAP online process.

Click the Calc SAP button to run the SAP process for an individual. An Active FA Term record must exist for the aid year or term being processed. After processing, the SAP Calculation Results, SAP Calculation Data, and Processing Information group boxes are populated.

Student SAP

SAP Calculation Results

SAP Calculation Data

Processing Information

From the Student SAP page, click the Packaging Status Summary link to view the Satisfactory Academic Progress field on the Packaging Status Summary page.

Viewing the Satisfactory Academic Progress Field

Access the Packaging Status Summary page.

Satisfactory Academic Progress	In this example page, this field is display-only because this Institution has active setup data. If there is no active setup data, the Satisfactory Academic Progress field is editable. The SAP process updates this value based on the SAP status code setup.
SAP Details	Use this link to navigate to the Student SAP page.

Defining Student-Specific Career Exceptions

Access the Career Exceptions page.

This page is for student-specific career rules, rewriting the rule at the student level for the Effective Date and Status control when the student-specific career rule is applied. If any career rules fail when processing, the Exception Failure Default Status is applied and the exception flag is set to Y for the test using the exception.

The SAP status assigned for any career exception failure is the Exception Fail Default Status. It is recommended that this Severity code is the highest of the Not Meet status codes.

Click the Calc SAP button to run the SAP process for an individual. An Active FA Term record must exist for the aid year or term being processed.

Career Exceptions

Audit Information

Defining Student-Specific Aid Year Exceptions or Term Exceptions

The Aid Year Exceptions page and the Term Exceptions page are the same except for specifying aid year or term. Which page is displayed depends on the process type set up for the institution and career for the particular student.

Access the Aid Year Exceptions page or the Term Exceptions page.

This page is for student-specific term or aid year rules and displays for all careers set for term or aid year processing. The rules apply only to the specific term or aid year entered.

If any of these rules fail, the Exception Failure Default Status is applied. It is recommended that you make this Severity code the highest of all the Not Meet status codes.

Click the Calc SAP button to run the SAP process for an individual. An Active FA Term record must exist for the aid year or term being processed.

Term Exceptions

Audit Information

Creating SAP Communications

Access the Create SAP Communications page.

The SAP Communications process inserts a row into the Event 3C Trigger table. The unmodified (vanilla) Event Process creates the 3C elements as set up in the Event setup record. You can control the production of duplicate communications by using the unmodified (vanilla) event processing controls.

See Identifying Trigger Conditions.

See Naming an Event.

Simulating a Student SAP Calculation

Access the SAP Simulation page.

To run the SAP process for a single student without updating the SAP Student Data page, use this page to process SAP status online.

Depending on your setup criteria, either the Term or Aid Year field is displayed. Enter the aid year or term to process for the SAP online process.

Click the Calc SAP button to run the SAP simulation process for an individual. An Active FA Term record must exist for the aid year or term being processed. After processing, the SAP Calculation Results, SAP Calculation Data, and Processing Information group boxes are populated.

Student SAP

SAP Calculation Results

SAP Calculation Data

Processing Information